BCML
BROADWATER CAPITAL MANAGEMENT LLC Portfolio holdings
AUM
$137M
1-Year Est. Return
7.72%
1 Year Est. Return
+7.72%
AUM
$129M
AUM Growth
+$812K
(+0.64%)
Holding
227
Top Buys
| 1 | +$39.4K | |
| 2 | +$1.5K | |
| 3 | +$792 | |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
+$286 |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$223 |
Top Sells
| 1 | +$2.88M | |
| 2 | +$751K | |
| 3 | +$192K | |
| 4 |
Embecta
EMBC
|
+$107K |
| 5 |
Merck
MRK
|
+$85.4K |
Sector Composition
| 1 | Healthcare | 23.72% |
| 2 | Consumer Discretionary | 11.37% |
| 3 | Real Estate | 11.13% |
| 4 | Industrials | 10.86% |
| 5 | Financials | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Fresenius Medical Care
FMS
$15.8B
| – | – |
-5
|
|
||
227
CNX Resources
CNX
$4.54B
| – | – |
-57
|
|